We are live on ! Find out more
FTBD icon

Fidelity Tactical Bond ETF

14 hedge funds and large institutions have $10.1M invested in Fidelity Tactical Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

27% more funds holding

Funds holding: 1114 (+3)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

17.38% less ownership

Funds ownership: 51.64%34.27% (-17%)

100% less capital invested

Capital invested by funds: $3.54B → $10.1M (-$3.53B)

Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
1
TD Waterhouse Canada
Ontario, Canada
$3.23M -$3.26K -67 -0.1%
Jane Street
2
Jane Street
New York
$1.92M +$1.37M +28,115 +254%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.39M -$2.19M -44,988 -61%
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M +$105K +2,168 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.13M -$115K -2,359 -9%
BIS
6
BG Investment Services
Guam
$232K +$230K +4,738 New
Osaic Holdings
7
Osaic Holdings
Arizona
$228K -$15.1K -311 -6%
JWCA
8
J.W. Cole Advisors
Florida
$211K +$209K +4,307 New
PWA
9
Peterson Wealth Advisors
Utah
$202K +$202K +4,160 New
UBS Group
10
UBS Group
Switzerland
$113K +$112K +2,307 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$49K
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$23.2K +$7.78K +160 +51%
SS
13
Sunbelt Securities
Texas
$13.3K +$5K +103 +61%
JP Morgan Chase
14
JP Morgan Chase
New York
$11.3K +$4.52K +93 +68%
KFP
15
KMG Fiduciary Partners
Ohio
-$6.18M -128,500 Closed

FTBD Hedge Fund Activity: Q1 2025 in Review

14 of the 7,460 institutional investors tracked by Wall St. Rank reported a position in Fidelity Tactical Bond ETF (FTBD) for Q1 2025, worth a combined $10.1M — down 100% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FTBD positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $1.37M. The largest seller was KMG Fiduciary Partners, exiting entirely with an estimated $6.18M sold.

  • 14 institutional investors held Fidelity Tactical Bond ETF (FTBD) as of Q1 2025, up from 11 in Q4 2024.
  • Funds reported $10.1M of Fidelity Tactical Bond ETF stock for Q1 2025, down 100% quarter-over-quarter.
  • 4 funds opened new Fidelity Tactical Bond ETF positions in Q1 2025 and 1 closed out, a net change of +3 holders.
  • The largest Fidelity Tactical Bond ETF buyer in Q1 2025 was Jane Street, an estimated $1.37M added.
  • The largest Fidelity Tactical Bond ETF seller in Q1 2025 was KMG Fiduciary Partners, an estimated $6.18M sold.

Based on aggregated 13F filings for Q1 2025.